Scenario #1 - Credit Union National Association



Cross-Sell Scenario #1

Mr. Jones approaches your Teller window to deposit a check. The check is written from his account with Wells Fargo. He would like to deposit the check into his share savings account so the money is there in time for that automatic payment of his auto loan that he got through CUDL.

What are the clues?

What products would you recommend?

How would you phrase your response?

Cross-Sell Scenario #2

Mrs. Smith approaches your Teller window to make a withdrawal. She would like to get a cashiers check in the amount of $10,000 payable to Charles Schwab. The money will be withdrawal from her money market account.

What are the clues?

What products would you recommend?

How would you phrase your response?

Cross-Selling Scenarios

1. I really hate writing out checks for my bills each month.

2. A Member approaches the teller with a check and states – “I would like to put $300 in checking and the rest in savings so I can save to buy a boat.”

3. Mr. Jones approaches your Teller window to deposit a check. The check is written from his account with Wells Fargo. He would like to deposit the check into his share savings account so the money is there in time for that automatic payment of his auto loan that he got through CUDL.

4. Mrs. Smith approaches your Teller window to make a withdrawal. She would like to get a cashiers check in the amount of $10,000 payable to Charles Schwab. The money will be withdrawal from her money market account.

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